Worried that your financial strategy is

Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

Discovery Visit

Strategy Visit


Implementation Visit


Plan Delivery Visit


Your planning strategy starts with establishing your unique financial philosophy, your "Why" — the true meaning and purpose for your money in retirement.


    1. You will require liquid funds set aside for emergencies and opportunities. Having 6-12 months worth of readily-available living expenses can help provide financial confidence.
    2. Consistent, reliable income is a necessity, regardless of what happens next in the economy or stock market. Income planning accounts for flexible spending, while having the confidence to know you have income as long as you live.
    3. Planning for flexibility accounts for inflation and unpredictability, delivering confidence that you are able to easily adjust your strategy. This plan focuses on long-term growth, largely to help deflect inflation risks and other unknowns.
    4. An estate plan can help ensure the assets you have will pass on according to your wishes. This step outlines clear objectives of what you want to leave behind, and how — including wills, trusts and health care.


Finally, Tax planning is the common thread throughout each of the four planning pillars. It helps provide you with the confidence to know that you (and your heirs) will keep more of your hard-earned dollars.

We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work.

Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers


Protect the assets that can help you live the retirement you’ve always imagined.

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


Provide for the people and causes you care about
the most.

IRA Legacy Planning


Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 916-367-6430